Install the AODocs Retention Module

The AODocs Retention Module is a feature of the AODocs Document Management Platform, included in the AODocs Application Platform license level. It allows you to automate the retention and disposal of the documents stored in your AODocs libraries.

Pre-requisites
           General
           Install the G Suite Marketplace Module
           Create Retention super administrators
Access the AODocs Retention Module
 Getting started
           The AODocs Retention Module User Interface
           Next steps


Pre-requisites

General

To install the AODocs Retention Module:

  • AODocs must be installed on the domain where the libraries needing retention are located
  • your G Suite domain must be registered in the AODocs Retention Module database with a valid expiration date - contact your personal Sales Representative or send an email to sales@aodocs.com
  • you need to define the value of your Basic Offset field, which is defined at the domain level and used to calculate the date when retention begins for your documents - contact your personal Sales Representative or send an email to sales@aodocs.com

Install the G Suite Marketplace App

Note: You must be a G Suite super admin to install the G Suite Marketplace App.

1. Access the G Suite Marketplace App AODocs Retention Schedule on Google Apps Marketplace.

2. Press Install App.

3. Press Accept to grant the required permissions. 

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You can see the G Suite Marketplace App AODocs Retention App in your G Suite domain administration console in Apps > Marketplace apps:

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Create Retention super administrators

If required, you can set up a Google group that allows users who aren't AODocs super administrators to access the AODocs Retention Module as super administrators. Configure this Google group to accept emails coming from other domains.

1. Go to Google groups (https://groups.google.com/). Alternatively, open the Google Apps Launcher and select Groups.

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2. Create a new Google group or open a Google group you own.

3. Add the required members.

4. Select Permissions > Basic permissions.

5. In the Post drop-down menu, select Anyone on the Web.

6. Press Save.


Access the AODocs Retention Module

You can access the AODocs Retention Module if you are:

1. Follow the link to the AODocs Retention Module

2. Sign in using your Google account. 

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3. Press Allow to grant the permissions required by the AODocs Retention Module: View your email address and View your basic profile info. These permissions are required by the AODocs Retention Module to authenticate users accessing the module, using their Google account.

 


Getting started

The AODocs Retention Module User Interface 

There are several tabs:

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Next steps

To set retention schedules with the AODocs Retention Module, you need to:  

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